WT

Whittier Trust Portfolio holdings

AUM $8.79B
1-Year Est. Return 24.79%
This Quarter Est. Return
1 Year Est. Return
+24.79%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.15B
AUM Growth
+$662M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,626
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.2M
3
+$9.63M
4
PYPL icon
PayPal
PYPL
+$6.61M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.58M

Top Sells

1
+$6.65M
2
+$6.21M
3
+$5.24M
4
T icon
AT&T
T
+$5.06M
5
MDB icon
MongoDB
MDB
+$3.64M

Sector Composition

1 Technology 19.92%
2 Financials 12.3%
3 Healthcare 9.83%
4 Consumer Discretionary 8.69%
5 Industrials 6.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$721K 0.01%
34,736
-699
427
$715K 0.01%
3,126
+85
428
$710K 0.01%
1,651
+128
429
$709K 0.01%
19,744
+230
430
$702K 0.01%
9,048
+245
431
$695K 0.01%
7,676
-110
432
$686K 0.01%
6,099
433
$679K 0.01%
5,663
+149
434
$669K 0.01%
9,881
+1,500
435
$664K 0.01%
12,338
+1,793
436
$664K 0.01%
3,629
+15
437
$659K 0.01%
8,488
+1,902
438
$653K 0.01%
6,065
+1,581
439
$650K 0.01%
12,531
+1,325
440
$646K 0.01%
7,410
441
$644K 0.01%
23,623
-9,202
442
$642K 0.01%
5,203
+172
443
$632K 0.01%
4,877
+3,102
444
$624K 0.01%
35,550
445
$623K 0.01%
43,408
446
$604K 0.01%
9,446
+4
447
$604K 0.01%
10,882
+224
448
$603K 0.01%
3,650
+1,623
449
$594K 0.01%
5,120
+166
450
$592K 0.01%
6,153
+39
16 17
18
19 20